Can I include a travel fund with guidelines for accessible destinations?
Establishing a special needs trust, particularly one that contemplates funding for travel, requires careful planning and consideration. While seemingly straightforward, …
Establishing a special needs trust, particularly one that contemplates funding for travel, requires careful planning and consideration. While seemingly straightforward, …
The question of whether a rotating scholarship grant can be included within a trust is a common one for estate …
The question of whether you can include a letter of intent with your testamentary trust is a common one for …
The question of incorporating a “community reintegration bonus” within a trust, specifically for beneficiaries navigating a return to society after …
The question of incorporating a “sunset clause” or a redirection provision for unused funds within a trust – specifically after …
The question of whether a trust document can—and should—include a clause allowing the trustee to withhold distributions is a critical …
The question of whether one can impose environmental stewardship duties on property held in trust is increasingly relevant as awareness …
Consequently, many financial advisors would recommend starting an Estate Plan the moment you become a legal adult and updating it …
What is covered in an estate plan? What documents do you need for probate? Some of the most common documents …
They will have the authority to sell the property as needed. It will save your family time and money. And …